America just broke every rule of international trade:
In 2022, NVIDIA was locked out of China's booming AI market.
Yesterday, Trump lifted the ban on one BRILLIANT condition.
When AMD saw the profits? They jumped in too.
Here's the $50B trap Trump just set for China: https://t.co/LGD1opGCbU
For decades, American tech companies sold chips to China without restrictions.
April 2025: The US banned AI chip sales entirely.
Nvidia and AMD lost access to their biggest market overnight.
But Trump just rewrote history: https://t.co/a4qst3J3KB
Jensen Huang, Nvidia's CEO, met privately with President Trump in June.
They negotiated something unprecedented.
Not a trade deal. Not a tariff.
Something that's never been done in the US government before: https://t.co/HH0rze1iSY
A revenue-sharing agreement.
Nvidia and AMD will pay the US government 15% of every dollar they make selling AI chips to China.
In exchange, they get export licenses to sell again.
But here's what makes this truly shocking: https://t.co/t3FA15k7UI
Trump initially demanded 20%.
Huang negotiated him down to 15% in their private meeting.
No lawyers. No lobbyists.
Just two men deciding the fate of a $23 billion market.
And that negotiation reveals something bigger: https://t.co/M7GYY2z26F
These aren't just any chips.
The H20 and MI308 are specialized AI processors that power machine learning in Chinese data centers.
Nvidia deliberately weakened them to comply with export rules. Less advanced than their premium chips.
Yet China still desperately needs them because:
China's entire AI industry depends on these processors.
They can't build equivalents yet. Their domestic chips lag years behind.
So when the US banned sales in April, it threatened China's AI ambitions entirely.
That gave Trump unprecedented leverage:
"Want access to China? Pay us."
That's essentially what Trump told Huang.
Not a tax (that would be illegal). Not a fine. A "voluntary" revenue share.
The numbers are staggering: https://t.co/PsIuyVFIob
China represents 13% of Nvidia's total revenue. That's $17 billion.
For AMD, it's even bigger: 24% of revenue, worth $6.2 billion.
A 15% cut doesn't just reduce profits. For high-margin chips, it erases 25% of actual profit.
So why did they agree? https://t.co/f9YRan1xW8
Because zero access is worse than expensive access.
Nvidia's stock actually surged after the news, but that celebration might be premature.
If the government can demand 15% for chips, why not 20% for pharmaceuticals?
Or 30% for energy equipment? The slippery slope is real...
Legal experts are already preparing constitutional challenges.
And every CEO now faces a new reality.
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